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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1426
IP
Intellectus Partners
California
$23.3M +$1.37M 12 10.48% Increased
1427
MRCM
M&R Capital Management
New Jersey
$23.1M -$6.5M 10 5.76% Reduced
1428
Essex Financial Services
Essex Financial Services
Connecticut
$23.1M +$1.2M 7 4.88% Increased
1429
GLRA
Gerald L. Ray & Associates
Texas
$23M +$1.2M 8 2.96% Increased
1430
Arvest Bank Trust Division
Arvest Bank Trust Division
Oklahoma
$22.9M +$568K 4 1.74% Increased
1431
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust
New York
$22.9M -$13.2K 6 4.69% Reduced
1432
Dorsey & Whitney Trust
Dorsey & Whitney Trust
South Dakota
$22.8M +$506K 10 4.55% Increased
1433
HSA
Hussman Strategic Advisors
Maryland
$22.8M -$6.28M 5 5.05% Reduced
1434
BAC
Boys Arnold & Co
North Carolina
$22.8M -$639K 8 2.94% Reduced
1435
BCM
BBT Capital Management
Texas
$22.8M +$20.9M 3 3.03% Increased
1436
SAM
Shikiar Asset Management
New York
$22.7M +$1.66M 4 9.8% Increased
1437
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$22.7M +$94.5K 7 0.3% Increased
1438
Sigma Planning Corp
Sigma Planning Corp
Michigan
$22.7M -$89.5K 8 2.13% Reduced
1439
DG
Davidson & Garrard
Virginia
$22.7M +$199K 7 5.41% Increased
1440
Matthew Goff Investment Advisor
Matthew Goff Investment Advisor
Texas
$22.6M +$420K 3 20.26% Increased
1441
BLAM
Bourne Lent Asset Management
New York
$22.5M -$195K 5 12.3% Reduced
1442
D.L. Carlson Investment Group
D.L. Carlson Investment Group
New Hampshire
$22.5M +$1.51M 4 6.6% Increased
1443
GW & Wade
GW & Wade
Massachusetts
$22.5M +$92.3K 8 2.85% Increased
1444
MIM
Martin Investment Management
Florida
$22.5M -$236K 2 6.34% Reduced
1445
Soma Equity Partners
Soma Equity Partners
California
$22.4M +$23.7M 1 6.42% New
1446
MC
Mathes Company
New York
$22.4M +$24.1K 5 10.71% Increased
1447
Blume Capital Management
Blume Capital Management
California
$22.3M -$91.8K 8 12.68% Reduced
1448
M
MOTCO
Texas
$22.3M +$642K 10 2.32% Increased
1449
Vision Capital Management
Vision Capital Management
Oregon
$22.3M -$612K 3 7.64% Reduced
1450
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$22.2M -$237K 15 2.9% Reduced